Invsta
HQ Address
AMP Tower, Level 11, 29 Customs Street West, Auckland, New Zealand
Website Address
Business introduction
Empowering the future of financial services through digital innovation and engagement
We develop seamless, intelligent and beautiful digital engagement solutions that your clients will love while empowering your employees through improved business efficiencies and digital processes
Invsta is a B2B fintech company that provides a range of white-label modules and interface solutions for wealth advisers, fund managers and retirement products.
Invsta’s solutions are focused on 2 core areas: providing an interactive and engaging online client experience, and improving back-office efficiencies. Our goal is to develop innovative solutions to help financial service providers improve client engagement and process efficiencies, helping them to thrive in the face of digital disruption.
With a promise to power better financial experiences, Our business model enables financial service providers of all sizes to quickly and cost-effectively implement the latest technology solutions. Our solutions are built to improve customer retention and communication, while streamlining your operations and compliance.
Invsta Solutions
Digital Onboarding Solution
A comprehensive digital onboarding solution that improves accessibility and enhances the customer experience during that important first interaction. Our solution is designed to cater to multiple account types, and can be customised to your brand. From quick and simple individual account opening and electronic AML, through to complex, multi-level ownership......
business needs
view solutionFund & Asset Manager Solution
An integrated online investment and customer management platform to improve customer engagement and support your business growth. Delight and excite customers through mobile responsive digital engagement tools by giving them the flexibility and transparency they demand. Streamline customer management and investment processes through automation and intuitive self-service tools. Manage compliance requirements in a......
business needs
view solutionRetirement/KiwiSaver Investment Solution
An intelligent investment and customer management platform that makes it easier to attract and retain the emerging mass market of investors. Provide a mobile-first investment experience to enable clients to interact with and plan their retirement based on their unique goals. Make it easier for your compliance and administration employees to focus......
business needs
view solutionRobo Advice Solution
A powerful digital advice solution that improves the accessibility of advice, giving customers the confidence to invest at a time and place that suits them. Intelligent algorithms based on client's risk profiles and other data points help to deliver curated advice to each investor, while intuitive workflows keep investors engaged......
business needs
view solutionWealth Advisor Solution
An intelligent investment and customer management solution that fosters and strengthens the client-advisor relationship through digital engagement tools. Create a truly engaging and immersive online experience that enables you to develop more meaningful customer relationships through intuitive digital tools....
